Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mosley Wealth Management (CIK 2011849) reported $220.9M across 465 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JEPI ($13.6M, 6.15%), XLSR ($11.9M, 5.40%), IVV ($11.4M, 5.18%), IUSB ($9.8M, 4.43%), AAPL ($7.8M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $13.6M | 6.15% | 237,902 | Added |
| 2 | XLSR | SPDR SSGA U.S. SECTOR ROTATION ETF | $11.9M | 5.40% | 199,901 | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $11.4M | 5.18% | 17,105 | Added |
| 4 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $9.8M | 4.43% | 209,521 | Added |
| 5 | AAPL | APPLE INC COM | $7.8M | 3.54% | 30,718 | Trimmed |
| 6 | IVW | ISHARES S&P 500 GROWTH ETF | $7.3M | 3.29% | 60,118 | Added |
| 7 | EFV | ISHARES MSCI EAFE VALUE ETF | $7.1M | 3.22% | 104,944 | Added |
| 8 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $5.5M | 2.49% | 83,495 | Added |
| 9 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5.0M | 2.28% | 25,929 | Added |
| 10 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.6M | 2.10% | 14,130 | Trimmed |
| 11 | EFG | ISHARES MSCI EAFE GROWTH ETF | $4.6M | 2.10% | 40,792 | Added |
| 12 | IVE | ISHARES S&P 500 VALUE ETF | $4.4M | 1.99% | 21,254 | Added |
| 13 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $4.3M | 1.95% | 72,903 | Added |
| 14 | NVDA | NVIDIA CORPORATION COM | $3.9M | 1.75% | 20,773 | Trimmed |
| 15 | IYW | ISHARES U.S. TECHNOLOGY ETF | $3.4M | 1.54% | 17,399 | Added |
| 16 | MBB | ISHARES MBS ETF | $3.3M | 1.48% | 34,444 | Added |
| 17 | MSFT | MICROSOFT CORP COM | $3.1M | 1.41% | 6,013 | Trimmed |
| 18 | IAU | ISHARES GOLD TRUST | $2.7M | 1.22% | 36,902 | Trimmed |
| 19 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $2.6M | 1.19% | 10,223 | Added |
| 20 | JPM | JPMORGAN CHASE & CO. COM | $2.6M | 1.17% | 8,164 | Trimmed |
| 21 | TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2.5M | 1.14% | 24,395 | Added |
| 22 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $2.3M | 1.05% | 45,849 | Trimmed |
| 23 | ORCL | ORACLE CORP COM | $2.3M | 1.02% | 8,045 | Trimmed |
| 24 | HOOD | ROBINHOOD MKTS INC COM CL A | $2.1M | 0.94% | 14,531 | Added |
| 25 | QCOM | QUALCOMM INC COM | $2.0M | 0.92% | 12,157 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31